Jemma Sanderson CTA, Subject Convenor
Subject
Advanced Superannuation
Confidently navigate the intricacies of the superannuation landscape
Australia’s super industry is the 3rd largest private pension fund market in the world. As this industry continues to thrive, there is an increasing demand for experienced and skilled advisers. Advanced Superannuation builds on a working knowledge of super to develop insights and expertise across a wide range of issues.
This subject offers extensive training on contributions, pensions, investment rules, taxation of superannuation funds, retirement planning opportunities, and estate planning specifically tailored to SMSFs.
This subject is offered via distance learning using an online learning platform supported by pre–recorded webinars and email support from the Convenor, a subject matter expert.
Download the Information Pack to view the learning outcomes for each of the 10 modules within this subject.
- Subjects1
- Credit Points6
- LevelAdvanced
- Cost$1,995
- CPD120 hours
- DeliveryOnline in Study Periods 1 and 3.
- Study Length12 weeks
- Study Periods3 per year
- Study Per Week10 hours
- Subject CodeATL007
- Subject PrerequisitesAn Australian Degree or Diploma | ATL001, ATL003 and ATL004 (or equivalent) | 12 months relevant Australian tax or tax law experience
- Video 1
- Video 2
- Video 3
ATL007 Advanced Superannuation will help candidates to identify the appropriate superannuation strategy for employees and employers, while ensuring compliance with the superannuation guarantee contributions.
Who is this for?
- accountants who wish to advise on SMSFs
- estate planners
- financial advisers
- lawyers
- lawyers who wish to specialise in superannuation
- tax professional advising high net worth clients.
Entry requirements
- hold an Australian degree or diploma in:
a. accounting; or
b. commerce; or
c. finance; or
d. law; with
e. tax or commercial law subjects - have completed CTA1 Foundations, CTA2A Advanced and CTA2B Advanced subjects, or an equivalent qualification. Please Contact The Tax Institute Higher Education for further information.
- meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English.
- have at least 12 months’ relevant Australian tax or tax law experience.
Learning outcomes
On completion of ATL007 Advanced Superannuation you will be able to identify and provide expert guidance on the appropriate superannuation strategy for employees and employers while ensuring compliance with the superannuation guarantee contributions including income tax deductions and treatments and SMSFs.
Modules
- types of contributions
- contribution refund provisions & division 293 tax
- employer obligations
- corporate restructures
- taxation of superannuation funds
- exempt current pension income
- investment provisions
- benefits on pre-retirement and retirement
- benefits on death.
Assessment structure
- Online module quizzes - pass mark 50% Weighting 10%
- Exam (3 hours) - pass mark 50% Weighting 40%
- 2,500 - 3,000 word assignment - pass mark 50% Weighting 50%
Please note that all assessment tasks must be passed in order to complete the subject.
Distance learning
A flexible learning approach using an online learning platform supported by pre-recorded webinars and email support with a subject matter expert.
Assessment-only study
Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience. Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.
Resources made available to a candidate (excluding assessment-only study) are:
- access to an online learning portal
- access to soft copies of study materials via the online learning portal from the subject commencement date
- access to J Sanderson, 2014 SMSF Guide: current issues and strategies for the self-managed funds adviser, 6th edition, online publication.
- complimentary subscription to The Tax Institute’s Tax Knowledge Exchange library of resources for the duration of the subject
- recorded webinars
- online module quizzes
- past exam papers
- email access to the subject convenor for technical questions
- assessment preparation resources
- administration support from trained subject coordinators.
Recognition of prior learning (RPL)
RPL is a process for providing candidates credit for learning or qualifications completed before your enrolment with The Tax Institute Higher Education.
To apply for RPL (fee $200), please complete the RPL form. Evidence of your qualifications will need to be provided with this application.
Advanced Superannuation is offered in Study Periods 1 and 3.
Please view our current timetable.
ATL007 Advanced Superannuation
Standard ATL subject enrolment fee $1,995.
Standard ATL subject enrolment fee is GST exempt.
Standard prices are valid until 11 August 2025.
All Tax Institute Higher Education candidates are eligible to receive Education Membership of The Tax Institute for $220 (saving $365) upon enrolment until 30 June in the subsequent calendar year. Member fees attract GST and price quoted is inclusive of GST.
Please refer to the Candidate Care Guide where you'll find information on our policies.
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